Kkm Financial LLC Portfolio Holdings

Kkm Financial LLC

  • $240 Billion
  • Q4 2024

Kkm Financial LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $240 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.6B, Meta Platforms, Inc. with a value of $9.04B, Northern Lts Fd Tr Ii with a value of $8.77B, Spdr S&P 500 ETF Trust with a value of $6.7B, and Ishares Expanded Tech Sector E with a value of $5.49B.

Examining the 13F form we can see an increase of $37.8B in the current position value, from $202B to 240B.

Kkm Financial LLC is based out at Chicago, IL

Below you can find more details about Kkm Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $83.8 Billion
Technology: $35.9 Billion
Industrials: $24.2 Billion
Financial Services: $19.4 Billion
Communication Services: $17.8 Billion
Healthcare: $13.2 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $9.28 Billion
Other: $13.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2B
$245 Million 0.1% of portfolio
13,978
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $240 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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